CARDINAL POINT CAPITAL LLC
CRD #141166 SEC #801-74078 SAN FRANCISCO, CA 415-277-5967
SEC Registered Private Funds
Total AUM
$104.1M
Discretionary
$104.1M
Employees
5
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $104.1M | $104.1M | $0 | 5 | 0 |
| May 2024 | $102.7M | $102.7M | $0 | 5 | 0 |
| Apr 2023 | $110.7M | $110.7M | $0 | 5 | 0 |
| Mar 2023 | $110.7M | $110.7M | $0 | 5 | 0 |
| Jul 2022 | $114.5M | $114.5M | $0 | 5 | 0 |
| Mar 2022 | $78.3M | $78.3M | $0 | 5 | 0 |
| Mar 2021 | $93.6M | $93.6M | $0 | 5 | 0 |
| Apr 2020 | $117.1M | $117.1M | $0 | 5 | 0 |
| Apr 2019 | $215.8M | $215.8M | $0 | 5 | 0 |
| Mar 2019 | $215.8M | $215.8M | $0 | 5 | 0 |
| Mar 2018 | $147.7M | $147.7M | $0 | 5 | 0 |
| Mar 2017 | $216.7M | $216.7M | $0 | 5 | 1 |
| May 2016 | $262.8M | $262.8M | $0 | 5 | 1 |
| Mar 2016 | $262.8M | $262.8M | $0 | 5 | 1 |
| Mar 2016 | $394.9M | $394.9M | $0 | 5 | 1 |
| Jan 2016 | $394.9M | $394.9M | $0 | 5 | 1 |
| Mar 2015 | $394.9M | $394.9M | $0 | 5 | 1 |
| Aug 2014 | $333.9M | $333.9M | $0 | 6 | 1 |
| Mar 2014 | $333.9M | $333.9M | $0 | 6 | 1 |
| Mar 2013 | $272.1M | $272.1M | $0 | 7 | 1 |
| Feb 2012 | $216.5M | $216.5M | $0 | -- | 1 |
DateMar 2025
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$78.3M
Discretionary$78.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$93.6M
Discretionary$93.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$215.8M
Discretionary$215.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$215.8M
Discretionary$215.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees5
Clients1
DateMay 2016
Total AUM$262.8M
Discretionary$262.8M
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$262.8M
Discretionary$262.8M
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees5
Clients1
DateJan 2016
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees5
Clients1
DateMar 2015
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees5
Clients1
DateAug 2014
Total AUM$333.9M
Discretionary$333.9M
Non-Disc.$0
Employees6
Clients1
DateMar 2014
Total AUM$333.9M
Discretionary$333.9M
Non-Disc.$0
Employees6
Clients1
DateMar 2013
Total AUM$272.1M
Discretionary$272.1M
Non-Disc.$0
Employees7
Clients1
DateFeb 2012
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees--
Clients1